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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,733 | $209,336-85.3% | $197,124-84.4% | $137,256-77.6% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 21.68% | 48.09%-26.4pp | 44.34%-22.7pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,921 | $6,591-70.9% | $6,227-69.1% | $4,156-53.8% |
| Participant deferral / active EE | $5,772 | $9,614-40.0% | $9,135-36.8% | $6,407-9.9% |
| Admin fee / account holder | $18 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |